Portfolio Management

We provide the advice and support needed to allow you to fully take advantage of the Alternative Real Estate Debt sector.

Portfolio Management

We offer our clients the confidence and expertise to allow them to invest in the UK real estate sector

Our approach

Using direct access to Relendex’s financial technology and our specialist experience, we provide advice on selecting an appropriate portfolio of Relendex loan parts.

We arrange for Relendex to manage your P2P portfolio in line with your instructions or we can support you to manage it yourself, if you prefer.

Your personal Account Manager provides you with a clear statement of your investments in regular quarterly and annual reviews, all of which can be tailored to suit your requirements.

The Farringdon Portfolio service provides our clients the confidence and expertise to allow them to invest in the UK real estate debt sector.

What are the Benefits?

A portfolio to meet your needs

Access to a range of model portfolios each aligned to a specific investment objective and attitude to risk.

Reduce Cash Drag

We minimise cash drag and utilise your funds by keeping you invested all the time*.

We do the work for you

Understanding this market requires expertise and analysing each loan is time consuming.

Personal Account Manager

Direct access to a personal Account Manager who provides regular support and reports.

Superior Returns

When compared to self-investing*.

** Efficient allocation of your resources may actually give you a higher rate of return than self-investing. Our
research shows that at any one time 1/6th of money in not invested and is held in balances.

We do the work for you

Alternative investments can provide attractive returns. Our in-depth knowledge of the secured commercial property loan opportunities provided by Relendex means you can also take advantage of this sector.

Farringdon Portfolio

  • Advice and support on building your portfolio
  • We do the due diligence for you
  • Personalised performance reports
  • Access to a nominated Account Manager
  • With loans closing in minutes, we ensure you never miss out on a loan

VS

Platform only

  • You carry out own loan due diligence
  • You create and manage your own portfolio
  • Dashboard reporting without analysis
  • Access to general lender support
  • Automated notifications of new loans

Get in touch with the team today

Our team of dedicated Account Managers are here to answer any questions you may have.

Conservative

Consistent returns for wealth preservation

Balanced

Enhanced income, slightly

Progressive

Highest income but greater short term volatility

Bespoke

Available on request

Model Portfolio

Each portfolio is created using a diverse selection of Relendex loan parts that are distinctly classified.

We offer three model portfolios and also arrange a Bespoke Portfolio service for the larger client with additional benefits.

Latest News

Read our latest articles to discover market insights, trends, and investment ideas.

Get market news and the latest investment insights from our industry experts, helping you make the most of your money.

  • Farringdon Portfolio Risk Management

    Published On: September 1, 2023
  • The Farringdon Portfolio Service

    Published On: August 31, 2023

Get in touch with the team today

Our team of dedicated Account Managers are here to answer any questions you may have.